Ellevest Inc’s British American Tobacco BTI Stock Holding History

Ellevest Inc’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Buy	5,157 +140	+3%	+$8.45K	0.04%	346
2026 Q1	$293K	Hold	5,017	–	–	0.04%	329
2025 Q4	$284K	Hold	5,017	–	–	0.04%	339
2025 Q3	$266K	Hold	5,017	–	–	0.04%	355
2025 Q2	$237K	Hold	5,017	–	–	0.04%	342
2025 Q1	$208K	Buy	+5,017	New	+$197K	0.01%	369
2020 Q3	–	Sell	-16	Closed	-$1K	–	1149
2020 Q2	$1K	Buy	+16	New	+$613	﹤0.01%	966
2020 Q1	–	Sell	-20	Closed	-$1K	–	1102
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	742
2019 Q3	$1K	Buy	+20	New	+$732	﹤0.01%	367

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ellevest Inc's BTI Position: Q2 2026 in Review

Ellevest Inc increased its British American Tobacco (BTI) stake by 2.8% in Q2 2026, buying an estimated $8.45K and bringing the position to 5,157 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #346.

Ellevest Inc first reported a position in BTI in Q3 2019 and has held it in 9 quarters since. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Ellevest Inc held 5,157 shares of British American Tobacco worth $318K as of Q2 2026.
Ellevest Inc bought 140 British American Tobacco shares in Q2 2026, an estimated $8.45K.
British American Tobacco made up 0.04% of Ellevest Inc's portfolio in Q2 2026, its #346 holding.
Ellevest Inc first reported a position in British American Tobacco in Q3 2019 and has held it in 9 quarters since.
909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.